Filed: 2/17/2026ACC: 0002018299-26-000006
📋 What this filing means
BOXER CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $456.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$456.88M
Total AUM (reported)
33.68M
Total Shares
Allocation by class
COM$338.35M74.1%
COM NEW$74.12M16.2%
SPONSORED ADS$22.07M4.8%
SHS$6.94M1.5%
COM SHS$5.77M1.3%
CL A$5.65M1.2%
CLASS A ORD$3.62M0.8%
Portfolio Concentration
Top 3$159.99M35.0%
4–10$123.79M27.1%
11–25$122.36M26.8%
Rest$50.74M11.1%
Top 3 weight
35.0%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 33.68M
Sole
Full voting authority
33.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
TANGO THERAPEUTICS INC
SOLEShares10.88M
TypeSH
Market value$96.36M
21.09%
Sole
10.88M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares400K
TypeSH
Market value$31.86M
6.97%
Sole
400K
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1.14M
TypeSH
Market value$31.76M
6.95%
Sole
1.14M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares329.10K
TypeSH
Market value$25.61M
5.60%
Sole
329.10K
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares225K
TypeSH
Market value$22.44M
4.91%
Sole
225K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares125K
TypeSH
Market value$16.86M
3.69%
Sole
125K
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares200K
TypeSH
Market value$15.19M
3.33%
Sole
200K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares375K
TypeSH
Market value$15.15M
3.32%
Sole
375K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares170K
TypeSH
Market value$14.85M
3.25%
Sole
170K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares46.46K
TypeSH
Market value$13.69M
3.00%
Sole
46.46K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares500K
TypeSH
Market value$11.71M
2.56%
Sole
500K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares53K
TypeSH
Market value$11.71M
2.56%
Sole
53K
Shared
0.00
None
0.00
PALISADE BIO INC
SOLEShares4.80M
TypeSH
Market value$11.28M
2.47%
Sole
4.80M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares800K
TypeSH
Market value$9.66M
2.12%
Sole
800K
Shared
0.00
None
0.00
SURROZEN INC
SOLEShares416.15K
TypeSH
Market value$9.40M
2.06%
Sole
416.15K
Shared
0.00
None
0.00
CAPRICOR THERAPEUTICS INC
SOLEShares325K
TypeSH
Market value$9.38M
2.05%
Sole
325K
Shared
0.00
None
0.00
MIND MEDICINE MINDMED INC
SOLEShares598.50K
TypeSH
Market value$8.01M
1.75%
Sole
598.50K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares225K
TypeSH
Market value$7.99M
1.75%
Sole
225K
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares750K
TypeSH
Market value$7.29M
1.60%
Sole
750K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares290K
TypeSH
Market value$6.94M
1.52%
Sole
290K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares100K
TypeSH
Market value$6.35M
1.39%
Sole
100K
Shared
0.00
None
0.00
CYBIN INC
SOLEShares715K
TypeSH
Market value$5.85M
1.28%
Sole
715K
Shared
0.00
None
0.00
PRECIGEN INC
SOLEShares1.38M
TypeSH
Market value$5.75M
1.26%
Sole
1.38M
Shared
0.00
None
0.00
CONTINEUM THERAPEUTICS INC
SOLEShares494K
TypeSH
Market value$5.65M
1.24%
Sole
494K
Shared
0.00
None
0.00
CRESCENT BIOPHARMA INC.
SOLEShares453.69K
TypeSH
Market value$5.38M
1.18%
Sole
453.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TANGO THERAPEUTICS INCSOLE | COM | 10.88M | SH | $96.36M 21.09% | 10.88M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 400K | SH | $31.86M 6.97% | 400K | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1.14M | SH | $31.76M 6.95% | 1.14M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 329.10K | SH | $25.61M 5.60% | 329.10K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 225K | SH | $22.44M 4.91% | 225K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 125K | SH | $16.86M 3.69% | 125K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 200K | SH | $15.19M 3.33% | 200K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 375K | SH | $15.15M 3.32% | 375K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 170K | SH | $14.85M 3.25% | 170K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 46.46K | SH | $13.69M 3.00% | 46.46K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 500K | SH | $11.71M 2.56% | 500K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 53K | SH | $11.71M 2.56% | 53K | 0.00 | 0.00 |
PALISADE BIO INCSOLE | COM | 4.80M | SH | $11.28M 2.47% | 4.80M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 800K | SH | $9.66M 2.12% | 800K | 0.00 | 0.00 |
SURROZEN INCSOLE | COM NEW | 416.15K | SH | $9.40M 2.06% | 416.15K | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 325K | SH | $9.38M 2.05% | 325K | 0.00 | 0.00 |
MIND MEDICINE MINDMED INCSOLE | COM NEW | 598.50K | SH | $8.01M 1.75% | 598.50K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 225K | SH | $7.99M 1.75% | 225K | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 750K | SH | $7.29M 1.60% | 750K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 290K | SH | $6.94M 1.52% | 290K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 100K | SH | $6.35M 1.39% | 100K | 0.00 | 0.00 |
CYBIN INCSOLE | COM NEW | 715K | SH | $5.85M 1.28% | 715K | 0.00 | 0.00 |
PRECIGEN INCSOLE | COM | 1.38M | SH | $5.75M 1.26% | 1.38M | 0.00 | 0.00 |
CONTINEUM THERAPEUTICS INCSOLE | CL A | 494K | SH | $5.65M 1.24% | 494K | 0.00 | 0.00 |
CRESCENT BIOPHARMA INC.SOLE | COM | 453.69K | SH | $5.38M 1.18% | 453.69K | 0.00 | 0.00 |
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